HEhellosunset
Retirement Accounts

List retirement accounts

get/cases/{case_id}/retirement-accounts

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Query parameters

pageinteger

Page number for pagination.

per_pageinteger

Number of items per page.

account_type'traditional_ira' | 'roth_ira' | '401k' | '403b' | '457' | 'sep_ira' | 'simple_ira' | 'keogh' | 'pension' | 'tsp' | 'military_pension' | 'fegli' | 'inherited_ira' | 'other'
distribution_status'not_started' | 'in_progress' | 'completed' | 'pending_beneficiary_docs'

Response

List of retirement accounts.

Example response

{
  "data": [
    {
      "id": "01K9RA01AJ0T33HRYE78AN7RRR",
      "account_type": "401k",
      "custodian_name": "Fidelity Investments",
      "account_number": "***9012",
      "status": "active",
      "balance": 185000,
      "employer_name": "Acme Corporation",
      "rmd_required": true,
      "distribution_status": "not_started"
    }
  ],
  "meta": {
    "page": 1,
    "per_page": 25,
    "total_count": 142,
    "total_pages": 6,
    "next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
    "has_more": true
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.